Plan Snapshot
- Plan Sponsor: Options For All, Incorporated
- Sponsor EIN: 830471805
- Sponsor Address: 4250 PACIFIC HIGHWAY, SAN DIEGO, CA, 92110
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 569
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 569 | $3.6M | $237,439 | $397,735 |
| 2022 | 566 | $2.8M | $246,612 | $424,304 |